March 2024 Monthly Meeting

Compliance, What's In Store for 24

This presentation will cover some of the legislative and regulatory happenings going on in Washington, DC along with some updated industry information. As we are well into the first quarter of 2024, with an impending election just months away, healthcare and health insurance remains a crucial agenda item. We'll discuss what's in store for the rest of 2024.

 Presented by: David Mordo

David Mordo started his insurance career in 1980 as a Sales Representative with Metropolitan Life Insurance Company in his hometown of Brooklyn, New York. In 1985, he branched out on his own, leaving MetLife and opening D. Mordo & Associates LLC in New York City selling individual life and disability insurance, group health and life insurance and annuities. David sold his agency in 1994 after having moved to Middletown, New Jersey and took a job as a sales representative with Colburn Insurance Services in Manasquan, NJ selling group health insurance products and started to recruit brokers to the agency. In December of 2000, Dave went to work at Walsh Benefits, an employee benefits General Agency located in Fair Haven, NJ where he directed the Small Group Operations department. In July of 2013, Dave was named Vice President of Education, Compliance & Medicare Operations for Walsh Benefits. In that capacity, Dave worked with the agency’s brokers to prepare them for changes in the industry as a result of the Affordable Care Act. In February of 2016, went to work as Director of Compliance and Broker Education at Slattery GA, a subsidiary of Arthur J. Gallagher & Co. in Holmdel, NJ. Dave was a Sr. Compliance Analyst with BenefitMall via its acquisition of Slattery GA until his recent retirement in July of 2023. He was also Director of the BenefitMall School of Insurance where he taught continuing education courses to brokers in many states around the country.

In his 44 years in the industry, Dave has focused on consulting with brokers as well as small and large employers in the area of ERISA, HIPAA and PPACA and other employer issues concerning healthcare and health insurance. His advocacy on behalf of employers has taken him to the halls of Trenton and Washington, D.C. where he speaks with state and federal legislators and regulators. In July of 2023, Dave retired but maintains a small consulting practice in his new home, Wilmington, NC. He currently works on a part-time basis as a Sr. Compliance Advisor for MZQ Consulting.  

As an active member of NABIP since 1999, Dave has served as a chapter president and local and state legislative chair. Nationally, Dave has served on NABIP’s Finance, Governance, LPRT and Media Relations Committees. He served on NAHU’s National Legislative Council from 2011 to 2017 and was NABIP’s National Legislative Chair in 2016. He has been an instructor with NABIP’s Online Learning Institute for a few years, teaching a few of the certification courses. He currently serves as the Region 2 Vice President.